Alliance Wealth Management Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Knoxville, TN. Its latest Form ADV filing, dated March 23, 2026, reports $272M in regulatory assets under management, 13 employees, 3 offices, and 1,637 accounts.
Assets Under Management
$272M
Employees
13
Offices
3 offices
Total Clients
764
Primary office
KNOXVILLE, TN
1111 N. NORTHSHORE DRIVE, STE P-270, KNOXVILLE, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.7% of total clients.
Top client categories% of clientsClients
1
Individuals
77.7%
594
2
HNWI
14.7%
112
3
Pension Plans
7.6%
58
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$272Mas of March 23, 2026
Discretionary77.4%
$211M
77% of total RAUM77.4%
Non-discretionary22.6%
$62M
23% of total RAUM22.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$272M
Total Accounts1,637
10Y AUM Change+$272M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee59:1
10Y Employee Change+4 (+44.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.